Zullo Investment Group Inc's Q1 2023 13F is in

Form 13F-HR for the quarter ended Mar 31, 2023 · filed Apr 25, 2023 · 135 reported positions · accession 0001085146-23-001864

View the filing on SEC.gov
Unusual change in filer or structure — comparison may be unreliable. Most of this quarter's reported value sits in positions that do not appear in the fund's prior filing, the number of reported positions collapsed against it, or it could not be fully matched. That usually means the fund changed how or under which entity it reports, not that it traded. Read the changes below with that in mind.

What changed this quarter

Changes are not listed for this filing: compared with the fund's prior filing they would mostly reflect the change in filer or structure, not trading. The positions the fund reported this quarter:

# Security Weight
1 APPLE INC (AAPL) 17.5%
2 MICROSOFT CORP (MSFT) 5.9%
3 SELECT SECTOR SPDR TR (XLK) 3.0%
4 AMAZON COM INC (AMZN) 2.9%
5 NVIDIA CORPORATION (NVDA) 2.7%
6 VERIZON COMMUNICATIONS INC (VZ) 2.1%
7 SELECT SECTOR SPDR TR (XLF) 2.0%
8 UNITED PARCEL SERVICE INC (UPS) 1.9%
9 META PLATFORMS INC (META) 1.9%
10 JOHNSON & JOHNSON (JNJ) 1.7%
11 JPMORGAN CHASE & CO (JPM) 1.6%
12 BERKSHIRE HATHAWAY INC DEL (BRK-A) 1.5%
13 SCHWAB STRATEGIC TR (SCHD) 1.4%
14 PROCTER AND GAMBLE CO (PG) 1.4%
15 SELECT SECTOR SPDR TR (XLV) 1.4%
16 SELECT SECTOR SPDR TR (XLE) 1.3%
17 HOME DEPOT INC (HD) 1.3%
18 TESLA INC (TSLA) 1.3%
19 WALMART INC (WMT) 1.3%
20 ALPHABET INC (GOOG) 1.2%
21 SELECT SECTOR SPDR TR (XLI) 1.1%
22 SELECT SECTOR SPDR TR (XLU) 1.1%
23 BERKSHIRE HATHAWAY INC DEL (BRK-B) 1.1%
24 MCDONALDS CORP (MCD) 1.0%
25 VANGUARD INDEX FDS (VOO) 1.0%

110 more positions — full holdings for this quarter.

Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled

Top 10 positions — 41.5% of the equity book

# Security Weight now
1 APPLE INC (AAPL) 17.5%
2 MICROSOFT CORP (MSFT) 5.9%
3 SELECT SECTOR SPDR TR (XLK) 3.0%
4 AMAZON COM INC (AMZN) 2.9%
5 NVIDIA CORPORATION (NVDA) 2.7%
6 VERIZON COMMUNICATIONS INC (VZ) 2.1%
7 SELECT SECTOR SPDR TR (XLF) 2.0%
8 UNITED PARCEL SERVICE INC (UPS) 1.9%
9 META PLATFORMS INC (META) 1.9%
10 JOHNSON & JOHNSON (JNJ) 1.7%

Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).